If the recipient is likely to remain ineligible for SSI (or becomes ineligible during
the installment process) or the medical condition will likely result in death within
Complete a prepayment review, if applicable, according to SI 02101.025.
Document the file showing the reason for issuing one payment rather than installments.
Select Option 5 on the UOUP screen to indicate the case meets an installment exception
and the prepayment review is complete. The system releases the underpayment via the
automated payment process. (see MSOM BUSSR 004.018.)
NOTE: You can only use the UOUP screen to release underpayments when the current payment
status code is CO1, E01, S21, NO4, NO6, N19, NO7, NO8, N27 and NO1 records meeting
If an SSI recipient becomes ineligible during the installment process and is likely
to remain ineligible for at least 12 months, or if the recipient informs the FO that
his or her medical condition will likely result in death within the next 12 months
and requests the remaining past-due SSI payments, we can issue the remaining past-due
NOTE: Examples of where ineligibility is likely to continue for 12 months include, but are
not limited to continuing Title II income (N01) or a closed period of disability (N07).
However, other circumstances could also provide a basis for such a conclusion.
EXCEPTION: We cannot pay underpayments or retroactive Title XVI payments to claimants, recipients,
or terminated recipients while they are residing in a correctional institution, confined
in a public institution based on a court order for a criminal act (CPICO), a fugitive
felon (FF), or in violation of probation or parole (PPV). See the No Social Security
Benefits for Prisoners (NSSBP) Title XVI Provisions located in SI 00529.001.
Refer to the instructions for terminally ill cases, (TERI) (see DI 23020.045) as guidance in considering whether there is an expectation that an individual's
medical condition will result in death within 12 months. When determining whether
a recipient is likely to remain ineligible for 12 months or more, consider the facts
involved in the case.